11/15/2024 | MML Investors Services LLC | 221,457 | $5.98M | 0.0% | +49.3% | 1.751% | |
11/15/2024 | Jane Street Group LLC | 40,575 | $1.10M | 0.0% | +8.2% | 0.321% | |
11/15/2024 | HighTower Advisors LLC | 45,484 | $1.23M | 0.0% | +104.4% | 0.360% | |
11/14/2024 | Rockefeller Capital Management L.P. | 26,863 | $726K | 0.0% | +18.0% | 0.212% | |
11/14/2024 | CreativeOne Wealth LLC | 7,606 | $205K | 0.0% | N/A | 0.060% | |
11/13/2024 | Prosperity Financial Group Inc. | 174,641 | $4.72M | 2.6% | -7.5% | 1.381% | |
|
11/12/2024 | Centaurus Financial Inc. | 10,614 | $287K | 0.0% | +47.1% | 0.084% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 140,373 | $3.79M | 0.9% | +6.5% | 1.110% | |
11/6/2024 | Main Street Financial Solutions LLC | 21,834 | $590K | 0.1% | -5.2% | 0.173% | |
11/5/2024 | Aptus Capital Advisors LLC | 191,714 | $5.18M | 0.1% | -8.8% | 1.516% | |
11/5/2024 | Harbour Investments Inc. | 105,410 | $2.85M | 0.1% | -3.5% | 0.833% | |
11/1/2024 | Holistic Planning LLC | 21,131 | $571K | 0.2% | N/A | 0.167% | |
10/30/2024 | Maia Wealth LLC | 75,066 | $2.03M | 0.5% | N/A | 0.593% | |
10/30/2024 | United Advisor Group LLC | 17,745 | $479K | 0.1% | N/A | 0.140% | |
10/30/2024 | World Equity Group Inc. | 43,247 | $1.17M | 0.4% | N/A | 0.342% | |
10/29/2024 | Janney Montgomery Scott LLC | 59,898 | $1.62M | 0.0% | +41.8% | 0.474% | |
10/25/2024 | Integrated Advisors Network LLC | 13,870 | $375K | 0.0% | N/A | 0.110% | |
10/24/2024 | Consolidated Portfolio Review Corp | 9,867 | $267K | 0.1% | +23.1% | 0.078% | |
10/23/2024 | Outlook Wealth Advisors LLC | 34,367 | $928K | 0.3% | +138.6% | 0.272% | |
10/23/2024 | Silver Oak Securities Incorporated | 31,632 | $855K | 0.1% | +347.6% | 0.250% | |
10/23/2024 | Financial Guidance Group Inc. | 187,866 | $5.07M | 3.0% | -8.9% | 1.485% | |
10/23/2024 | Cambridge Advisors Inc. | 9,655 | $261K | 0.1% | N/A | 0.076% | |
10/22/2024 | International Assets Investment Management LLC | 6,872,499 | $185.63M | 0.0% | +9,042,661.8% | 54.328% | |
10/21/2024 | Foundations Investment Advisors LLC | 67,379 | $1.82M | 0.0% | -3.9% | 0.533% | |
10/21/2024 | Kaye Capital Management | 243,573 | $6.58M | 2.6% | N/A | 1.925% | |
10/21/2024 | Integrity Financial Corp WA | 7,414 | $200K | 0.1% | +70.0% | 0.059% | |
10/18/2024 | Raymond James & Associates | 295,714 | $7.99M | 0.0% | +728.8% | 2.338% | |
10/17/2024 | LexAurum Advisors LLC | 20,759 | $561K | 0.1% | N/A | 0.164% | |
10/17/2024 | AlphaMark Advisors LLC | 9,189 | $248K | 0.1% | +41.4% | 0.073% | |
10/15/2024 | Keystone Wealth Services LLC | 67,321 | $1.82M | 0.5% | -8.1% | 0.532% | |
10/15/2024 | NBC Securities Inc. | 1,135 | $30K | 0.0% | N/A | 0.009% | |
10/11/2024 | ORG Partners LLC | 2,500 | $68K | 0.0% | N/A | 0.020% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 11,913 | $322K | 0.0% | N/A | 0.094% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 33,376 | $901K | 0.1% | +620.4% | 0.264% | |
10/9/2024 | Davies Financial Advisors Inc. | 20,838 | $563K | 0.5% | -3.1% | 0.165% | |
10/8/2024 | Brookstone Capital Management | 9,034 | $244K | 0.0% | -33.5% | 0.071% | |
10/8/2024 | Ignite Planners LLC | 36,389 | $983K | 0.2% | +135.6% | 0.288% | |
10/3/2024 | Park Avenue Securities LLC | 14,567 | $393K | 0.0% | +35.6% | 0.115% | |
9/23/2024 | Centaurus Financial Inc. | 7,216 | $191K | 0.0% | +22.9% | 0.057% | |
8/22/2024 | Cetera Investment Advisers | 599,167 | $15.86M | 0.0% | -3.7% | 4.736% | |
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8/21/2024 | Truist Financial Corp | 498,053 | $13.18M | 0.0% | +176.9% | 3.937% | |
8/16/2024 | NewEdge Advisors LLC | 42,029 | $1.11M | 0.0% | -7.2% | 0.332% | |
8/13/2024 | AE Wealth Management LLC | 25,228 | $668K | 0.0% | +121.2% | 0.199% | |
8/10/2024 | Pitti Group Wealth Management LLC | 149,828 | $3.61M | 3.8% | N/A | 1.184% | |
8/8/2024 | Envestnet Asset Management Inc. | 119,559 | $3.17M | 0.0% | +1.7% | 0.945% | |
8/8/2024 | Main Street Financial Solutions LLC | 23,028 | $610K | 0.1% | -4.4% | 0.182% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 117,606 | $3.11M | 1.2% | -1.7% | 0.930% | |
8/2/2024 | Foundations Investment Advisors LLC | 70,105 | $1.86M | 0.0% | N/A | 0.554% | |
7/31/2024 | Aptus Capital Advisors LLC | 210,167 | $5.56M | 0.1% | -18.1% | 1.661% | |
7/31/2024 | Commonwealth Equity Services LLC | 259,375 | $6.87M | 0.0% | -0.4% | 2.050% | |
7/30/2024 | Integrity Financial Corp WA | 4,362 | $115K | 0.1% | N/A | 0.034% | |
7/29/2024 | Ameritas Advisory Services LLC | 19,965 | $528K | 0.0% | +31.9% | 0.158% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 11,422 | $302K | 0.1% | -12.6% | 0.090% | |
7/26/2024 | Harbour Investments Inc. | 109,227 | $2.89M | 0.1% | -73.7% | 0.863% | |
7/25/2024 | Financial Guidance Group Inc. | 206,319 | $5.46M | 3.4% | -18.3% | 1.631% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 131,747 | $3.49M | 0.9% | N/A | 1.041% | |
7/18/2024 | Brookstone Capital Management | 13,580 | $361K | 0.0% | N/A | 0.107% | |
7/18/2024 | Outlook Wealth Advisors LLC | 14,403 | $381K | 0.1% | -8.0% | 0.114% | |
7/17/2024 | AlphaMark Advisors LLC | 6,500 | $172K | 0.1% | N/A | 0.051% | |
7/17/2024 | Aurora Private Wealth Inc. | 13,744 | $364K | 0.3% | +13.5% | 0.109% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 73,689 | $1.95M | 0.0% | -11.6% | 0.583% | |
7/16/2024 | EWG Elevate Inc. | 70,241 | $1.86M | 0.7% | N/A | 0.555% | |
7/15/2024 | RFG Advisory LLC | 21,494 | $569K | 0.0% | +108.1% | 0.170% | |
7/13/2024 | Keystone Wealth Services LLC | 73,229 | $1.94M | 0.6% | -14.7% | 0.579% | |
7/12/2024 | Ignite Planners LLC | 15,444 | $417K | 0.1% | -86.7% | 0.122% | |
7/12/2024 | Diversify Advisory Services LLC | 35,188 | $953K | 0.1% | N/A | 0.278% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 15,340 | $406K | 0.2% | +41.1% | 0.121% | |
7/5/2024 | HBW Advisory Services LLC | 9,134 | $242K | 0.0% | -21.0% | 0.072% | |
5/24/2024 | Cetera Advisors LLC | 233,604 | $5.96M | 0.0% | +0.4% | 1.847% | |
5/24/2024 | Cetera Investment Advisers | 622,208 | $15.87M | 0.0% | +204.3% | 4.919% | |
5/20/2024 | Bullseye Investment Management LLC | 56,718 | $1.45M | 0.8% | +85.7% | 0.448% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 13,345 | $340K | 0.0% | N/A | 0.105% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 9,800 | $250K | 0.0% | -31.9% | 0.077% | |
5/10/2024 | Osaic Holdings Inc. | 628,135 | $16.02M | 0.0% | -18.0% | 4.813% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,134 | $463K | 0.0% | -22.9% | 0.139% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,478 | $318K | 0.0% | -36.6% | 0.096% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 4,676 | $119K | 0.0% | -52.0% | 0.036% | |
4/30/2024 | Consolidated Portfolio Review Corp | 8,013 | $204K | 0.1% | N/A | 0.061% | |
4/26/2024 | Davies Financial Advisors Inc. | 21,826 | $557K | 0.6% | N/A | 0.173% | |
4/24/2024 | Spire Wealth Management | 18,477 | $471K | 0.0% | -5.8% | 0.147% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 204,418 | $5.22M | 0.0% | -59.0% | 1.622% | |
4/22/2024 | PFG Investments LLC | 8,013 | $204K | 0.0% | N/A | 0.064% | |
4/22/2024 | Outlook Wealth Advisors LLC | 15,663 | $400K | 0.1% | -95.6% | 0.124% | |
4/19/2024 | Kaye Capital Management | 13,642 | $348K | 0.2% | -25.5% | 0.108% | |
4/12/2024 | Keystone Wealth Services LLC | 85,894 | $2.19M | 0.7% | +1.5% | 0.682% | |
4/12/2024 | Ignite Planners LLC | 116,238 | $2.96M | 0.8% | -1.5% | 0.923% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 10,875 | $277K | 0.1% | -5.4% | 0.000% | |
4/11/2024 | RFG Advisory LLC | 10,329 | $263K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,400 | $347K | 0.0% | +46.9% | 0.000% | |
2/16/2024 | Secured Retirement Advisors LLC | 15,202 | $366K | 0.4% | N/A | 0.000% | |
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2/16/2024 | Harbour Investments Inc. | 435,608 | $10.49M | 0.4% | -14.6% | 0.000% | |
2/14/2024 | Regal Investment Advisors LLC | 46,712 | $1.13M | 0.1% | -6.1% | 0.000% | |
2/13/2024 | Stephens Inc. AR | 89,252 | $2.15M | 0.0% | -0.7% | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 361,344 | $8.71M | 0.0% | -2.5% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 232,158 | $5.59M | 0.1% | -5.0% | 0.000% | |
2/8/2024 | Main Street Financial Solutions LLC | 24,250 | $584K | 0.1% | -3.8% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 23,399 | $575K | 0.0% | -74.1% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 19,678 | $474K | 0.0% | +2.8% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 23,522 | $567K | 0.0% | -29.6% | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 26,898 | $648K | 0.0% | +975.9% | 0.000% | |